Jobs · Accounting · New York

Tax Accountant – New Rochelle

SonicJobs · New Rochelle, NY · 1 mo ago
On-siteAccounting$32.5–$36/hrInternship
We need to output HTML fragment with headings

for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. Must not repeat job title as heading. Must not include Job ID etc. Must preserve all substantive info. Remove boilerplate like "Last updated: 24 September 2026", "SonicJobs is working with Intuit to recruit for these positions on their behalf..." etc. Also remove navigation/legal/EEO etc. Also remove duplicated lines. Must not create sections with filler like "commensurate with experience". Must not create Pay/Schedule/Benefits unless posting actually states them. The posting includes "What You Get:" which lists benefits: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program, discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support. So Benefits section exists. Pay: The posting includes "Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: New York $32.50 - $36.00 This position will be eligible for a cash bonus, equity rewards and benefits..." So Pay section exists. Schedule: The posting includes "Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand." So schedule info exists. Also there is "About the Role:" content. That's a section. Responsibilities: The "What You’ll Do:" section with bullet points (Proactive Community Ambassador, Provide Tax Expertise, Deliver a Best in Class Customer Experience). Those are responsibilities. Requirements: There's "Key Qualifications" with bullet points (Who You Are:). Also "Additional Requirements:" includes Must reside within the United States, Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Also earlier "Must possess or be able to obtain any related State licenses, certificates, permits, or bonds" appears duplicated. We'll combine. Qualifications: Might be overlapping with Requirements. The instruction says use headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to decide what goes where. Typically Qualifications and Requirements may be similar. We can put license/experience under Qualifications, and maybe "Additional Requirements" under Requirements. Skills: Attributes & Skills section. We must not repeat content unnecessarily but preserve all substantive info. We'll need to parse and allocate. Let's extract sections: About the Role: The paragraph after "About the Role:" includes: "In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States." We'll put that under

About the Role

with

. Responsibilities: The "What You’ll Do:" section includes three bullet groups each with sub-bullets. We'll create

  • for each main bullet? The instruction: Use
    • for any list of duties/requirements/benefits. So we can treat each main bullet as a list item, and inside we can have further
      • for subpoints? Probably okay to nest. We'll produce:
        • Be a Proactive Community Ambassador
          • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.
          • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.
          • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable.
        • Provide Tax Expertise
          • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments).
          • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice.
          • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language.
        • Deliver a Best in Class Customer Experience
          • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations).
          • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.
          • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools.
          • Address client inquiries while helping them overcome tax-related challenges.
        Requirements: We have "Key Qualifications" bullet list (Who You Are:). Also "Additional Requirements:" includes Must reside within the United States, Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Also earlier "Must possess or be able to obtain any related State licenses, certificates, permits, or bonds" appears duplicated. We'll combine. Let's list Key Qualifications bullets: * Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred. * Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. * Must possess or be able to obtain any related State licenses, certificates, permits, or bonds * Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. * Familiarity with Circular 230 * Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. * Operating hours are subject to change and will likely scale up during periods of peak customer demand. * Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies * Bilingual (English/Spanish) communication skills are a plus * Experience in holistic tax advisory services beyond tax filing * Must be willing to wear a TurboTax uniform * Must be willing to work in a front facing retail environment Additional Requirements: * Must reside within the United States. * Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. We can combine duplicates. We'll put under

        Requirements

        a
        • list. Qualifications: Might be overlapping; maybe we treat Key Qualifications as Qualifications, and Requirements as the additional ones like residency, etc. But we already used Requirements for those. Let's decide: We'll put license/experience etc under Qualifications, and the residency etc under Requirements. However the instruction says use headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we need both Requirements and Qualifications sections if they have content. We'll allocate: Qualifications: The bullet list under "Key Qualifications" (excluding the schedule and community interest maybe? but those could be qualifications too). We'll include all bullets from Key Qualifications. Requirements: The "Additional Requirements:" plus maybe the schedule items? But schedule is separate section. We'll put residency and license/bonds (though duplicate). We'll avoid duplication: we can mention Must reside within the United States. Also Must possess or be able to obtain any related State licenses, certificates, permits, or bonds (though also in qualifications). To avoid duplication, we could keep it only in Qualifications and not repeat in Requirements. But we need to preserve all substantive info; duplication is okay if it's in original but we can deduplicate? The instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." It doesn't forbid deduplication, but we should not lose info. If we mention it once, we still preserve the info. Duplication is not required. So we can mention it once under Qualifications and not repeat. That's fine. Thus Requirements section will contain: Must reside within the United States. Also maybe "Must be willing to wear a TurboTax uniform" and "Must be willing to work in a front facing retail environment" could be requirements. Those are also in Key Qualifications. We'll keep them under Qualifications. So Requirements may just be residency. That's okay. Skills: The "Attributes & Skills:" section bullet list. Let's extract Attributes & Skills bullets: * Passionate about empowering customers and helping them overcome the complexities of taxation. * Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). * Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. * Exceptional customer service skills, high empathy, and a friendly, professional demeanor. * Excited to be showcased as a TurboTax Expert in local and national marketing efforts. * Strong verbal and written communication skills. * Ability to work in a fast-paced environment independently while managing multiple priorities. * Proficient with technology, including tax preparation software and CRM/sales tools. We'll put under

          Skills

          with
          • . Benefits: Already extracted. Pay: Already extracted. Schedule: Already extracted. Now we need to ensure we don't include sections with filler like "commensurate with experience". Not present. Now produce HTML fragment. We'll start with

            About the Role

            ...

            Then

            Responsibilities

              ...
            Then

            Qualifications

              ...
            Then

            Requirements

              ...
            (just residency) Then

            Skills

              ...
            Then

            Benefits

              ...
            Then

            Pay

            ...

            Then

            Schedule

            ...

            Make sure to not include any extra text outside HTML. Let's craft the content precisely. About the Role paragraph: combine sentences. "In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally,

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